TSMC Announces Record Revenue and Major Expansion Plan

Taiwan Semiconductor Manufacturing Company (TSMC), the world's leading semiconductor foundry, has reported unprecedented monthly revenue alongside approving one of the most significant capital expenditure programs in its history. The company's consolidated net revenue for January 2026 reached a new all-time monthly high of NT$401.26 billion.

This financial performance underscores powerful momentum, with revenue climbing 36.8% compared to January 2025. Sequentially, sales grew by 19.8% from December 2025.

In a move directly tied to sustaining this growth, TSMC's board of directors has approved capital appropriations of approximately $44.96 billion. This substantial investment is earmarked for expanding advanced manufacturing capacity, a critical need driven by the ongoing artificial intelligence (AI) revolution.

The allocated funds will be directed toward several key initiatives:
* Installing and upgrading cutting-edge fabrication technologies, with a focus on the most advanced process nodes essential for high-performance computing and AI chips.
* Building out Advanced Packaging capacity, a cornerstone technology for modern AI processors.
* Constructing new fabrication facilities and expanding cleanroom space at existing sites.

Should investors sell immediately? Or is it worth buying TSMC?

In a separate financial maneuver, the board also approved a capital injection of up to $30 billion into its wholly-owned subsidiary, TSMC Global Ltd. This strategy is designed to optimize the group's global financial structure and reduce costs associated with foreign exchange hedging.

Shareholder Returns and Market Sentiment

Reflecting its strong financial position, TSMC declared a cash dividend of NT$6.00 per share for the fourth quarter of 2025. Shareholders of record on June 17, 2026, will receive the payout on July 9, 2026.

The twin announcements of record revenue and aggressive expansion were met positively by investors. TSMC's share price advanced in trading sessions following the news. Market observers interpret the data as clear evidence of unrelenting demand for leading-edge semiconductors, particularly from major clients in the AI sector.

The company's capability to maintain full utilization of its most advanced manufacturing lines and pass on costs continues to support its market valuation. TSMC's role as an indispensable partner to the global technology industry appears more entrenched than ever following these developments.